There are 5 possible roles on TravelPerk: Traveler, Admin, Travel Manager, Analyst, and Guest. Each role has specific permissions and capabilities.
Traveler
This role is for people who mainly book and manage trips for themselves.
- Travelers can search and book trips according to company travel policy
- They can book trips for themselves or others in the company
- They cannot view other people's trips or modify company settings
For more details, see our guide: Getting started for Travelers.
Admin
This role is for people who oversee and manage travel policies, expenses, and bookings. In addition to Traveler permissions:
- Admins can modify the company account on TravelPerk, including the plan, add-ons, and integrations.
- They manage company settings like travel policies, approval processes, and payment options.
- They can invite new people to join the company account.
- They approve trips, view all company trips, and download invoices.
- They can use the reporting page to track spending.
For more details, see to our guide: Getting started for Admins
Travel Manager
This role is for people who book and manage trips for other travelers but cannot change company account settings.
- Travel Managers can book on behalf of others and skip approval when booking.
- They can view and edit trips of the travelers they manage.
- They can edit other people's profiles but cannot modify their role or account settings.
- They cannot approve on behalf of others, manage company settings, or invite new people to the company account.
For more details, see to our guide: Getting started for Travel Managers
Analyst
This role is for people who need full access to your company reporting and invoices on TravelPerk.
- Analysts have all the permissions of travelers.
- They can view and download reports and invoices.
- They cannot modify company settings.
Guest
This role is for people who can book their own trips, but can't see or manage any company-sensitive information.
- Guests can search and book trips according to company travel policy.
- They can book trips for themselves but not for others in the company.
- They cannot view other people's trips or modify company settings.
All guest trips require approval and the approver can change any trip related information.
For more details, see to our guide: Inviting guests to TravelPerk